Contacts tab
The contacts tab within the Customer Central is used for managing the contacts you have at the selected customer that send you over RFQ's so you can put there details against the quotes.
Contacts tab within Customer Central
Within this tab you can Add new contacts or edit details of existing contacts for the customer.
Adding a new contact
To add a new contact to the selected customer all you need to do is select the Add Contact button in this tab
Add Contact button in contacts tab
This then opens the side menu to complete the contact details for the new contact and add this to the customer.
Add contact form
Once completed select the Add button to save this contact to the customer.
Completed contact form
Your new contact will appear in the Contacts tab of the customer.
Contact showing in the contacts tab
Editing a contact
Within the contacts tab you can also edit an existing contacts details, make them the default contact for the customer or archive the contacts details.
Edit options in the contacts tab
These three options give you the chance to:
Mark the contact as the default contact when selecting this customer in a quote
Edit the contact and their details such as name, email and phone number
Archive the contact so they cant be selected within a quote, you may unarchive a contact at a later date if needed.